Traditionally banks stocks are considered cyclical in nature and the results have shown that the net interest income will definitely take a hit following the rate cuts. However, banks are no longer the dinosaurs and they have evolved their business model for growth and diversification. We should continue to monitor the results for the coming 2 or 3 quarters before we pass our judgement. For investors, the price actions are just noises and it is the fundamentals that matters.
$Microsoft(MSFT)$ $416 now... back to Year 2024 prices.. Imagine holding this stock till Jan 2026 and getting nothing in return 😅 So tempted to add MFST but gut feeling says geopolitics will cause the stock to fall much lower.
The post that I am about to share, squarely sums up $Tesla Motors(TSLA)$ in terms of its valuation and the bubble-hype surrounding it. Despite another quarter of disappointment, it is still thriving but for how long ? Without further delay, let’s find out. Quarterly Earnings Summary. TSLA did not post the kind of quarter that usually lifts a stock. Profit fell sharply, deliveries declined, and margins stayed under pressure. However, after-hours trading on Wed, 28 Jan 2026, told a different story. It was up +4% initially and it had (a) less to do with cars and (b) more to do with the future - that investors still want to believe in. By the numbers, the quarter was bruising: (see below) Financial Performances. Total Revenue: Came in at $24.9 billion
$微软(MSFT)$ This wasn’t a “one-quarter surprise” story. Azure and Copilot demand stayed strong, supply is the real constraint. The target price was trimmed for one reason: AI capex is higher than expected. But the conclusion didn’t change — more spending doesn’t mean weaker business, it means AI is moving deeper into the core.
The dip for $Microsoft(MSFT)$ seems more like a valuation rest, it may be a good to take a small initial position to be scaled in after more clarity at the next earnings. $Tesla Motors(TSLA)$ is not likely to deliver as Elon Musk has consistently hyped the market repeatedly.
“The big money is not in the buying and selling, but in the waiting.” Buy stocks you can hold with confidence — the kind that let you sleep well at night. [Heart] $Palantir Technologies Inc.(PLTR)$ $Coca-Cola(KO)$ $ImmunityBio, Inc.(IBRX)$ $DBS(D05.SI)$ $Apple(AAPL)$
$Apple(AAPL)$ AAPL reversal seems imminent. Time to buy in @ around $250, safe for profits. If it doesn't reverse, no matter, will consider converting this play into covered CALL, but would avoid that if possible since it restricts my daytrade style.
As a casual investor for Tesla, it always feels good to get a pep talk from our charismatic spokesman. Personally I don't think neither the robotaxi nor the humanoid robot is really going to start hit the streets big time this year or next year.
As a REIT investor entering since 2024 for the recovery play, the gradual rate cut is slowly working it's magic and the REIT bears have slowly retreated back to their caves or have changed camp. It's no doubt that the reversal has started and we are at the cusps of the next reitup cycle.